Financial Advisor | Comprehensive Wealth Management Firm
A fast‑growing, values‑driven wealth management firm is expanding its advisor team. The firm delivers comprehensive financial management to individual investors and offers a broad, sophisticated range of integrated strategies. With more than $1.8B in assets under management and ambitious growth goals, the team is seeking a Financial Advisor who is committed to exceptional client service and long‑term relationship building. This is a local, in‑person, in‑office position. Burlington, MA
About the Role
As a Financial Advisor, your primary focus is delivering an outstanding client experience — retaining assigned clients and bringing new clients into the firm. You’ll be supported by robust systems, ongoing training, mentorship, and a dedicated investment team that manages all portfolios, allowing you to concentrate fully on client relationships.
Key Responsibilities
- Build, expand, and manage client relationships
- Assess client needs, goals, and financial objectives
- Prepare and present financial analyses and plans
- Act with professionalism, integrity, and a collaborative mindset
- Continuously expand your financial knowledge and best practices
- Attend client events hosted by the firm
- Prepare and process back‑office paperwork as needed
- Complete tasks and maintain records in the firm’s CRM (Salesforce)
- Explain account details, investment strategies, and performance to clients
Requirements
- Minimum 3 years of client‑facing advisor experience (or military equivalent)
- Securities licenses: SIE, Series 7, and Series 66
- State Life Insurance license (or ability to obtain within 90 days)
- Clean compliance record
- CRM experience (Salesforce preferred)
- Strong communication skills — individual and small‑group settings
- High‑touch customer service background
- Consultative sales experience
- Bachelor’s degree
- Desire to pursue a CFP designation
- Military experience a plus
What It Takes to Succeed
- A servant‑leader mindset — always putting clients first
- Excellent written and verbal communication
- Professional presence, punctuality, and strong work ethic
- Relentless follow‑up and commitment to client satisfaction
- Outstanding organization and time‑management skills
- Ability to assess situations proactively and work independently
- Strong prioritization skills and poise under last‑minute changes
Compensation & Benefits
Competitive base salary + bonuses, along with a comprehensive benefits package including 401(k), health insurance, and more.